Sales @Tableau | Optimal territory planning

1,791 views · Published 26 October 2018 · 1:06:28 · Indexed 12 November 2026

Channel: Tableau · 2018 · People & Blogs

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Creating equitable territories for your sales team is critical to having a productive, efficient, and happy sales team. Join this session to learn how Tableau’s own sales operations team uses Tableau for the creation of sales territories. Learn about the process, beginning with valuing postal codes, moving on to compiling those into balanced territories, and finally loading territories into our CRM platform. In particular, you'll learn how we leverage the power of Tableau’s geospatial functionality to interactively create custom territories.

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